Marketing Tech Blueprint PowerPoint Creation Template © 2017 Integrate, Inc.

Table 1: Tech Inventory Technology Integrations Critical/ Auxiliary Vendor/ Internal Notes: [Marketing Automation] [CRM, Content Management, Social] Critical Vendor [Example] Not currently using full functionality. Looking for ways to increase value. Data usage fees is an issue. [CRM] [Content Management] [Campaign Management] [Data Governance] [Data Management] [Predictive Analytics] [Web Tracking/Analytics] [Social Data/Tracking] © 2017 Integrate, Inc.

Table 2: Tech & Process Alignment Processes Associated Tech Data Flow In Data Flow Out Process/Tech Owner [Content Creation] [Content Management System] [Auto between MA + website] [Name of team/individual] [Identify Content Syndication Partners] None N/A [Campaign Build] MA Platform Auto with MA [Prospect Data Scrubbing] Lead Nurturing [Marketing Automation] Manual prospect data injection Auto to CRM © 2017 Integrate, Inc.

Table 3: Roadblocks & Opportunities Details Time/Length 1 Program/campaign building IOs, manage assets/creative One-off relationships with 10-15 partners Depends on number of partners; very time-consuming 2 Batch, weekly email delivery of leads 3 partners HTTP post into Marketo Remaining 7-10 partners send excel file once a week Send lead file for normalizing 3-7 days 3 Manual lead normalization Reformat, normalize Match asset IDs to each lead for first reply email Done daily/ASAP, takes 10-20 min per file Typically 4 hours in total, completed within 1-2 days at most 4 Manual lead upload to marketing automation Validate data Post to Marketo for MQL scoring MQL leads go into Track A; Leads go into Track B 6-8 hours per week 5 Delayed partner/program measurement Monthly measurement MQL rates Cost per MQL Conversion rate Monthly 6 Delayed program optimization One-off relationships with 15 media partners Quarterly © 2017 Integrate, Inc.

Processes Without Tech Procedural Roadblock/ Blueprint Icons Processes Without Tech Manual Data Flow Procedural Roadblock/ Data Chokepoint Technology Automated Data Flow Prospect Data Sources [e.g.] Lead Scrubbing/ Normalization [e.g.] Content Syndication Publisher [CRM] © 2017 Integrate, Inc.

Building the Blueprint (Sample) Media Partner Management [Webinar Platform] [Predictive Analytics] [Social Tools] Content Syndication Publishers WEBINARS [e.g.] Lead Scrubbing/ Normalization Call Center [Marketing Automation] [CRM] List Providers LEGEND Offline Prospect Data Sources Marketing Tasks / Processes Marketing Tech Systems Roadblock / Chokepoint [Website Tracking] [Content Management] © 2017 Integrate, Inc.